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Home > Institutional Investor > Holcombe Financial, Inc. > Profile

Instuitional Investor - Holcombe Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Holcombe Financial, Inc.
Portfolio Value $143,236,337
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,069,210 $26,088,732 18.21%
2.
Apple Inc.
 AAPL 88,774 $22,604,594 15.78%
3.
Listed Fds Tr
 366,365 $14,289,689 9.98%
4.
Schwab Strategic Trust
 FNDF 463,905 $11,657,936 8.14%
5.
Listed Fds Tr
 499,689 $11,183,200 7.81%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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